Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Comcast Corp (CMCSA)
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
A quick look at the price chart below shows us that the stock is down 15.27% in the past twelve months.
Source: Google Finance
(Shares)
Jean-Marie Eveillard – 31,996,318
Steve Romick – 10,818,009
Israel Englander – 5,755,841
Cliff Asness – 4,540,095
Ray Dalio – 4,012,375
Tom Russo – 3,094,244
Donald Yacktman – 1,421,000
Tom Gayner – 1,081,241
Mario Gabelli – 600,807
Joel Greenblatt – 463,871
Ken Fisher – 87,579
Wally Weitz – 66,500
Rich Pzena – 5,135
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